An invite-only reception bringing together NYC’s real estate, tax, and investment professionals to discuss market outlooks, new legal changes, and strategic planning for property owners and investors.
Overview:
Join us for an evening of networking, drinks, and discussion with leaders across NYC’s real estate, tax, and investment advisory ecosystem. This session will explore today’s market dynamics, the impact of recent changes in New York’s “drop & swap” law, and advanced tax & investment planning strategies around 1031 exchanges, portfolio construction, and estate planning.
When:
Thursday, November 6, 2025
5:00 PM – 8:00 PM ET
Where:
Offit Kurman
590 Madison Ave, 6th Floor
New York, NY 10022
Topics of Discussion:
- NYC Market Outlook: Key opportunities and risks shaping today’s CRE environment
- 1031 Exchange Update: Implications of the change in New York’s drop & swap law
- Real Estate Exit Planning: Combining 1031 exchanges with portfolio structuring, tax strategies, and estate planning for long-term wealth preservation
Presenters:
Paulo Aguilar, CFA, CAIA
Partner | Senior Investment Advisor
Alex Woodlief
Senior Director
David Feeser, Esq.
VP of Business Development
Faith Miros, Esq.
Principal
